Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Gaulden is an experienced financial advisor with over 30 years of experience in the industry. Gary is currently a registered Investment Advisor Representative with Osaic Advisory Services, LLC, and provides financial advisory services to individuals, families, and businesses. He is also a Certified Financial Planner, and his expertise includes financial planning, portfolio management, and retirement planning. Previously, Gary was a registered representative with Securities America, Inc. and Ameriprise Financial Services, LLC. He has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NC
11/20/2020 - 02/20/2024
SECURITIES AMERICA, INC. (DURHAM NC)
NC
06/11/1993 - 11/20/2020
AMERIPRISE FINANCIAL SERVICES, LLC (DURHAM NC)
MN
06/11/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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